Brandywine Oak Private Wealth’s VanEck JP Morgan EM Local Currency Bond ETF EMLC Stock Holding History

Brandywine Oak Private Wealth’s Portfolio EMLC Stock Details EMLC Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q2	–	Sell	-9,949	Closed	-$268K	–	326
2022 Q1	$268K	Hold	9,949	–	–	0.03%	282
2021 Q4	$284K	Hold	9,949	–	–	0.03%	259
2021 Q3	$298K	Sell	9,949 -296	-3%	-$9.12K	0.03%	255
2021 Q2	$321K	Sell	10,245 -24	-0.2%	-$756	0.04%	243
2021 Q1	$315K	Hold	10,269	–	–	0.05%	198
2020 Q4	$341K	Hold	10,269	–	–	0.05%	178
2020 Q3	$316K	Hold	10,269	–	–	0.05%	180
2020 Q2	$315K	Hold	10,269	–	–	0.06%	171
2020 Q1	$292K	Buy	+10,269	New	+$331K	0.06%	160
2019 Q1	–	Sell	-9	Closed	–	–	326
2018 Q4	$0	Buy	+9	New	+$294	﹤0.01%	708

Other funds holding EMLC

CSIA

Charles Schwab Investment Advisory San Francisco, California $72.8B AUM 10.03% 1-Year Est. Return

SEI Investments Oaks, Pennsylvania $113B AUM 34.64% 1-Year Est. Return

PCA

Personal Capital Advisors Redwood City, California $20.6B AUM 13.65% 1-Year Est. Return

Valmark Advisers Akron, Ohio $9.42B AUM 17.63% 1-Year Est. Return

Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $128B AUM 35.83% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

MIS

Morningstar Investment Services Chicago, Illinois $546M AUM 8.26% 1-Year Est. Return

State of Wisconsin Investment Board Madison, Wisconsin $49.6B AUM 39.59% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

APF

Alaska Permanent Fund Juneau, Alaska $1.51B AUM 22.23% 1-Year Est. Return

Brandywine Oak Private Wealth's EMLC Position: Q2 2022 in Review

Brandywine Oak Private Wealth sold out of VanEck JP Morgan EM Local Currency Bond ETF (EMLC) in Q2 2022, closing a stake of 9,949 shares — an estimated $268K sold.

Brandywine Oak Private Wealth first reported a position in EMLC in Q4 2018 and held it in 10 quarters. The position peaked at $341K in Q4 2020. 227 funds tracked by Wall St. Rank hold EMLC as of Q2 2022.

Brandywine Oak Private Wealth reported no remaining VanEck JP Morgan EM Local Currency Bond ETF position as of Q2 2022 after selling out during the quarter.
Brandywine Oak Private Wealth sold 9,949 VanEck JP Morgan EM Local Currency Bond ETF shares in Q2 2022, an estimated $268K.
Brandywine Oak Private Wealth first reported a position in VanEck JP Morgan EM Local Currency Bond ETF in Q4 2018 and held it in 10 quarters.
Brandywine Oak Private Wealth's VanEck JP Morgan EM Local Currency Bond ETF position peaked at $341K in Q4 2020.
227 funds tracked by Wall St. Rank held VanEck JP Morgan EM Local Currency Bond ETF as of Q2 2022.

Based on Brandywine Oak Private Wealth's 13F filing for Q2 2022, filed 22 Jul 2022.